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A calmer way to invest in the S&P 500.

The new WizeFive strategies, in real conditions. Free during the pilot — no payment, no card.

Join the pilot → See how it works

General information, not personalized investment advice.

Illustrative — example allocation

This month's five

Period · May
Ticker Weight Trend
AAA Sample stock A
14%
BBB Sample stock B
13%
CCC Sample stock C
12%
DDD Sample stock D
11%
EEE Sample stock E
10%

Illustrative — not a recommendation.

Allocation

Equities · Cash
60%
Equities60%
Cash40%

Market breadth

S&P 500 participation
56 BREADTH

Moderate participation — cash allocation lifted slightly.

How it works

Four steps, every cycle.

The same rhythm, repeated. No real-time alerts, no day-trading prompts — just one clear shortlist and one allocation decision.

Step 1

Screen the S&P 500

At the start of each cycle — monthly or weekly — the algorithm reviews the full S&P 500 universe against a fixed set of quality and momentum signals.

Step 2

Pick five tickers

From the screen, exactly five names are surfaced. No rotation theatre — a shortlist short enough to actually act on.

Step 3

Invest at period start

You place the trades in your own brokerage. Wizefive doesn't hold your money or touch your account.

Step 4

Rebalance & re-protect

At the end of each cycle, the shortlist refreshes and the cash-protection allocation is recalculated against market breadth.

Cash protection

More cash when fewer stocks are participating.

The cash-protection dial reads market breadth — how widely stocks across the S&P 500 are advancing. When breadth weakens, the recommended allocation shifts more of the portfolio to cash. When it strengthens, more goes back into equities.

The goal isn't to time the market. It's to keep your exposure proportionate to how healthy the broader market actually looks.

Illustrative — hypothetical scenario, not a forecast or recommendation.

Cash-protection dial

Illustrative
69% EQUITIES Weak breadth Strong breadth
Breadth reading
62%
Cash held
31%
Strategy transparency

What you actually get.

Nothing hidden. With each rebalance you see the shortlist, the weights, the cash level, and the schedule for the next one.

General information, not personalized investment advice.

Last Month picks

Illustrative
  • AAA 14%
  • BBB 13%
  • CCC 12%
  • DDD 11%
  • EEE 10%

Allocation split

Illustrative
Equities 60% Cash 40%

Cash level

Illustrative
40% held in cash

Illustrative example: cash can rise when market breadth softens.

Next rebalance

Illustrative
End of month

Shortlist and cash level refresh on each strategy’s schedule, weekly or monthly.

Historical allocation

Illustrative
12-MONTH EQUITY %
From subscribers

Calmer decisions, not louder ones.

Subscribers describe how the service fits their week — not what they earned.

“I used to spend my Sundays second-guessing my portfolio. Now I read the email, adjust, and get on with my week.”

Mia Lefèvre Operations lead

“What I value is the discipline. There's a clear rhythm — pick, hold, rebalance — and that's kept me from reacting to every headline.”

Daan Vermeulen Software engineer

“The cash-protection logic is the part I trust most. Knowing the allocation eases up when the market weakens just makes the whole thing feel calmer.”

Aïsha Bouali Independent consultant
Pricing

Pilot access

Free during the pilot — no payment, no card.

Pilot access

The new WizeFive strategies, in real conditions.

€0 Pilot access

An invitation code is required.

  • Monthly shortlist of 5 S&P 500 tickers
  • Algorithmic cash-protection allocation
  • Email on rebalance day
  • Strategy and history dashboard
  • Leave the pilot anytime — just ask.
Join the pilot →

General information, not personalized advice. Subscription provides research and an algorithmic shortlist — Wizefive doesn't place trades on your behalf. Pilot site — test environment, not the WizeFive production service.

FAQ

Common questions.

No. Wizefive provides general research and an algorithmic shortlist. It does not consider your personal financial situation, goals, or risk tolerance. For personalized advice, consult a licensed financial adviser registered with the appropriate regulator.
Investing involves risk, including the possible loss of principal. Equity markets can fall sharply and individual stocks can underperform. The cash-protection allocation is designed to reduce exposure when market breadth weakens, but it cannot prevent losses and may also reduce gains during recoveries.
Each month the algorithm screens the full S&P 500 against a fixed set of quality and momentum signals and surfaces five names. The cash-protection allocation is then set based on a market-breadth reading — a measure of how many stocks across the index are participating in the trend.
A stop-loss is a preset exit price set individually for each stock, based on its own volatility (an ATR/σ calculation). If the stock falls to that level, it signals that the position has broken down and the risk of further losses has risen. On the plans that include it, Wizefive watches these thresholds and sends you an email the moment one is breached, flagging that selling the stock is recommended to limit the downside. You always decide and place the trade yourself in your own brokerage — Wizefive never trades on your behalf.
Yes. You can cancel from your account dashboard at any time and you won't be billed for the next period. There are no cancellation fees.
No. Wizefive sends you the shortlist and allocation. You place the trades yourself in your own brokerage account. Wizefive never has custody of your funds.

A quieter way to invest, starting next rebalance.

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